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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,165 | $106,974-29.7% | $90,796-17.2% | $138,895-45.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 12.95% | 20.10%-7.2pp | 19.29%-6.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $10,000 | $2,609+283.3% | $2,294+336.0% | $4,194+138.4% |
| Participant deferral / active EE | $8,833 | $4,455+98.3% | $3,822+131.1% | $6,396+38.1% |
| Admin fee / account holder | $123,922 | $8,626+1336.6% | $7,024+1664.3% | $12,562+886.5% |